|
51
|
MAI Capital Management
Independence,
Ohio
|
$15.6M
|
+$518K
|
+12,059
|
+3%
|
|
|
52
|
Trivium Point Advisory
Westport,
Connecticut
|
$15.3M
|
-$96.6K
|
-2,252
|
-0.6%
|
|
|
53
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$14.9M
|
+$969K
|
+22,583
|
+7%
|
|
|
54
|
Capstone Investment Advisors
New York
|
$14.5M
|
+$2.31M
|
+53,900
|
+19%
|
|
|
55
|
Truist Financial
Charlotte,
North Carolina
|
$14.5M
|
-$2.21M
|
-51,418
|
-13%
|
|
|
56
|
|
$14.3M
|
+$236K
|
+5,509
|
+2%
|
|
|
57
|
Sweeney & Michel
Chico,
California
|
$13.8M
|
+$1.28M
|
+29,814
|
+10%
|
|
|
58
|
Belpointe Asset Management
Reno,
Nevada
|
$13.6M
|
-$2.62M
|
-60,949
|
-16%
|
|
|
59
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$13.1M
|
-$186K
|
-4,332
|
-1%
|
|
|
60
|
MGO One Seven
Beachwood,
Ohio
|
$12.4M
|
+$3.12M
|
+72,814
|
+34%
|
|
|
61
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$12.1M
|
-$755K
|
-17,604
|
-6%
|
|
|
62
|
Foronjy Financial
Santa Barbara,
California
|
$12M
|
+$721K
|
+16,799
|
+6%
|
|
|
63
|
Financial Sense Advisors
San Diego,
California
|
$11.7M
|
+$16.2K
|
+377
|
+0.1%
|
|
|
64
|
Waterloo Capital
Austin,
Texas
|
$11.3M
|
+$1.21M
|
+28,219
|
+12%
|
|
|
65
|
Old Mission Capital
Chicago,
Illinois
|
$11.2M
|
+$11.2M
|
+262,076
|
New
|
|
|
66
|
KilterHowling LLC
Boulder,
Colorado
|
$11.2M
|
-$2.87M
|
-66,939
|
-20%
|
|
|
67
|
Freestate Advisors
Overland Park,
Kansas
|
$11.2M
|
+$455K
|
+10,608
|
+4%
|
|
|
68
|
Clearstead Advisors
Cleveland,
Ohio
|
$11M
|
-$17.4K
|
-405
|
-0.2%
|
|
|
69
|
Pathstone Holdings
Englewood,
New Jersey
|
$10.8M
|
-$658K
|
-15,342
|
-6%
|
|
|
70
|
Peak Financial Management
Wellesley,
Massachusetts
|
$10.6M
|
+$243K
|
+5,664
|
+2%
|
|
|
71
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$10.4M
|
+$814K
|
+18,969
|
+9%
|
|
|
72
|
Kitching Partners
Conshohocken,
Pennsylvania
|
$10.4M
|
+$474K
|
+11,048
|
+5%
|
|
|
73
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$10.3M
|
-$1.44M
|
-33,621
|
-12%
|
|
|
74
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.3M
|
-$1.47M
|
-34,301
|
-13%
|
|
|
75
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$9.96M
|
-$413K
|
-9,630
|
-4%
|
|
